 英伟达NVDA |
| 12.5% | 14.21% | $3,070.0万 | 15.3万股 | $3,033.9万 | 17.4万股 | -2.1万股-11.80% | 减仓 |
| IiShares安硕·RUSSELLIWB |
| 4.85% | 5.04% | $1,192.3万 | 2.9万股 | $1,076.7万 | 3.0万股 | -1,081股-3.58% | 减仓 |
| I景顺交易所交易基金信托RSP |
| 4.03% | 4.03% | $989.1万 | 4.6万股 | $861.3万 | 4.5万股 | +1,613股+3.59% | 加仓 |
 苹果AAPL |
| 3.3% | 3.12% | $809.9万 | 2.8万股 | $665.7万 | 2.6万股 | +1,756股+6.69% | 加仓 |
| V先锋领航STAR基金VXUS |
| 3.25% | 3.04% | $798.2万 | 9.3万股 | $648.1万 | 8.4万股 | +9,311股+11.08% | 加仓 |
 微软MSFT |
| 2.87% | 2.78% | $705.1万 | 1.9万股 | $594.2万 | 1.6万股 | +2,851股+17.76% | 加仓 |
 特斯拉TSLA |
| 2.53% | 2.38% | $620.3万 | 1.5万股 | $508.4万 | 1.4万股 | +1,072股+7.84% | 加仓 |
 摩根大通JPM |
| 2.51% | 2.74% | $616.4万 | 1.9万股 | $584.8万 | 2.0万股 | -1,050股-5.28% | 减仓 |
 亚马逊AMZN |
| 2.45% | 2.13% | $601.1万 | 2.5万股 | $454.9万 | 2.2万股 | +3,379股+15.47% | 加仓 |
| V先锋领航指数基金VOO |
| 2.43% | 2.75% | $596.0万 | 8,677股 | $587.6万 | 9,833股 | -1,156股-11.76% | 减仓 |
 富兰克林资源BEN |
| 2.33% | 1.91% | $573.4万 | 17.2万股 | $407.1万 | 17.2万股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWM |
| 2.19% | 2.08% | $538.6万 | 1.8万股 | $444.6万 | 1.8万股 | 00.00% | 持仓不变 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 1.92% | 1.77% | $470.9万 | 9.0万股 | $377.1万 | 7.2万股 | +1.8万股+25.25% | 加仓 |
| V先锋领航斯科茨代尔基金VTWO |
| 1.9% | 1.61% | $466.4万 | 3.8万股 | $343.6万 | 3.4万股 | +4,114股+11.99% | 加仓 |
 卡特彼勒CAT |
| 1.59% | 1.41% | $391.8万 | 3,679股 | $301.2万 | 4,252股 | -573股-13.48% | 减仓 |
 迪尔DE |
| 1.52% | 1.61% | $372.2万 | 5,868股 | $342.9万 | 6,087股 | -219股-3.60% | 减仓 |
| SSPDR标普500 ETFSPY |
| 1.42% | 1.49% | $349.6万 | 4,682股 | $319.2万 | 4,908股 | -226股-4.60% | 减仓 |
| IiShares安硕信托IEFA |
| 1.29% | 1.4% | $317.0万 | 3.3万股 | $298.5万 | 3.3万股 | -146股-0.44% | 减仓 |
 博通AVGO |
| 1.29% | 1.12% | $316.8万 | 8,387股 | $239.8万 | 7,749股 | +638股+8.23% | 加仓 |
 美光科技MU |
| 1.29% | 0.43% | $316.7万 | 2,744股 | $91.4万 | 2,705股 | +39股+1.44% | 加仓 |
 Arista网络ANET |
| 1.25% | 0.89% | $307.8万 | 1.8万股 | $189.8万 | 1.5万股 | +2,656股+17.18% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.24% | 0.49% | $305.6万 | 8,648股 | $104.5万 | 3,644股 | +5,004股+137.32% | 加仓 |
| V先锋领航·FSTEVWO |
| 1.2% | 1.23% | $295.0万 | 4.9万股 | $263.0万 | 4.9万股 | +764股+1.57% | 加仓 |
 美国运通AXP |
| 1.09% | 1.21% | $268.5万 | 7,937股 | $258.1万 | 8,532股 | -595股-6.97% | 减仓 |
| SSPDR道富系列信托SPTL |
| 1.06% | 1.22% | $261.1万 | 10.0万股 | $261.4万 | 9.9万股 | +151股+0.15% | 加仓 |
 礼来LLY |
| 1.04% | 1.88% | $254.5万 | 2,122股 | $401.5万 | 4,365股 | -2,243股-51.39% | 减仓 |
| J骏利Detroit策略信托JMBS |
| 1.02% | 1.12% | $251.4万 | 5.6万股 | $239.7万 | 5.3万股 | +2,840股+5.35% | 加仓 |
| SSPDR黄金信托GLD |
| 1.02% | 2.95% | $250.1万 | 6,789股 | $630.5万 | 1.5万股 | -7,863股-53.67% | 减仓 |
| FFRANKLIN DYNAMIC MUNICIPAL BOND ETFFLMI |
| 0.98% | 1.02% | $240.0万 | 9.5万股 | $217.3万 | 8.8万股 | +7,695股+8.78% | 加仓 |
 沃尔玛WMT |
| 0.94% | 1.15% | $230.5万 | 2.0万股 | $246.4万 | 2.0万股 | +530股+2.67% | 加仓 |
| IiShares安硕IEMG |
| 0.85% | 0.59% | $209.9万 | 2.5万股 | $126.7万 | 1.8万股 | +7,182股+39.55% | 加仓 |
| T赛默飞世尔TMO |
| 0.84% | 0.86% | $207.1万 | 4,131股 | $183.2万 | 3,728股 | +403股+10.81% | 加仓 |
 好市多COST |
| 0.83% | 0.88% | $203.0万 | 2,170股 | $188.3万 | 1,890股 | +280股+14.81% | 加仓 |
 PHILIP MORRIS INTLPM |
| 0.8% | 0.84% | $197.2万 | 1.1万股 | $180.2万 | 1.1万股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 0.79% | 1.29% | $195.2万 | 1.4万股 | $275.2万 | 1.6万股 | -1,940股-11.96% | 减仓 |
| F第一信托交易所交易基金FPX |
| 0.78% | 0.38% | $191.9万 | 1.0万股 | $81.1万 | 4,957股 | +5,053股+101.94% | 加仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.77% | — | $188.3万 | 4,364股 | $0 | 0股 | +4,364股 | 新买入 |
 联合太平洋铁路UNP |
| 0.76% | 0.78% | $185.7万 | 6,826股 | $167.5万 | 6,904股 | -78股-1.13% | 减仓 |
 CASEYS GEN STORESCASY |
| 0.74% | 0.77% | $181.9万 | 2,289股 | $164.1万 | 2,255股 | +34股+1.51% | 加仓 |
| V先锋领航指数基金VXF |
| 0.7% | 0.56% | $171.4万 | 6,960股 | $119.7万 | 5,814股 | +1,146股+19.71% | 加仓 |
 直觉外科ISRG |
| 0.68% | 0.87% | $167.4万 | 4,209股 | $185.9万 | 4,033股 | +176股+4.36% | 加仓 |
 谷歌AGOOGL |
| 0.66% | 0.48% | $162.4万 | 4,544股 | $103.0万 | 3,582股 | +962股+26.86% | 加仓 |
 切尼尔能源LNG |
| 0.63% | 0.8% | $155.6万 | 6,509股 | $169.7万 | 5,982股 | +527股+8.81% | 加仓 |
 罗克韦尔自动化ROK |
| 0.62% | 0.54% | $153.1万 | 3,092股 | $116.2万 | 3,239股 | -147股-4.54% | 减仓 |
 万事达MA |
| 0.6% | 0.41% | $148.3万 | 2,887股 | $87.5万 | 1,751股 | +1,136股+64.88% | 加仓 |
 高盛GS |
| 0.59% | 0.55% | $143.9万 | 1,423股 | $117.9万 | 1,393股 | +30股+2.15% | 加仓 |
 MONDELEZ INTL CL AMDLZ |
| 0.57% | 0.63% | $139.9万 | 2.4万股 | $133.6万 | 2.3万股 | +1,014股+4.38% | 加仓 |
 空气化工APD |
| 0.56% | 0.48% | $138.1万 | 4,712股 | $102.1万 | 3,515股 | +1,197股+34.05% | 加仓 |
 CrowdStrikeCRWD |
| 0.55% | 0.32% | $135.5万 | 1,775股 | $67.4万 | 1,726股 | +49股+2.84% | 加仓 |
| IiShares安硕信托IGIB |
| 0.54% | 0.58% | $133.1万 | 2.5万股 | $124.7万 | 2.3万股 | +1,602股+6.84% | 加仓 |
